[hot stocks] Photovoltaic plate broke out again, Sinosteel International, Saint shares and other stocks rose by the daily limit.

Today, the photovoltaic construction integration plate is hot again. By the close of the day, Southern Glass A, Sinosteel International, Saint shares, Ruihe shares rose by the daily limit, enlightening Design and Huazi Technology rose by more than 10%, and Shenzhen Energy and Qingyuan shares rose one after another.

Since carbon neutralization and carbon peak was put forward by the country in the 14th five-year Plan, the photovoltaic industry has entered the track of rapid development. Recently, the Comprehensive Department of the National Energy Administration issued the notice on submitting the pilot scheme of roof distributed photovoltaic development for the whole county (city and district), which vigorously promoted the development of the photovoltaic industry. Since the second quarter of this year, the photovoltaic industry has ushered in explosive growth. It is reported that a total of 24600 photovoltaic-related companies have been added in the second quarter, up 40 per cent from the previous quarter. From the perspective of geographical distribution, the number of photovoltaic related enterprises in Shandong and Jiangsu ranks in the top two respectively, and recently, Jingneng International Jiaxing Xiuzhou BIPV project, the largest photovoltaic building integration project in Zhejiang, has also started work in Xiuzhou, and various provinces and cities are actively promoting the photovoltaic industry.

Guotai Junan Securities pointed out that in recent years, China has issued intensive development goals and supporting policies for green buildings with near zero energy consumption, and the subsidy policies for green buildings in various provinces and cities have gradually landed. As one of the important forms of green building, BIPV benefits significantly from policy support and guidance. In addition, the recent distributed photovoltaic pilot policy issued throughout the county, it is estimated that with the support of the pilot policy, the size of China's roof distributed photovoltaic market will exceed 600GW. With the implementation of the pilot policy at the grass-roots level, it is expected to gradually play a market exemplary role and quickly activate the broad market of BIPV. Neutral estimates to 2025, the domestic industrial and commercial BIPV annual installed capacity will reach 27.5 GW, the corresponding market size is expected to exceed 100 billion yuan.

Societe Generale Securities pointed out that the policy + market dual drive the development of the BIPV industry. On the one hand, carbon peak, carbon neutralization and top-level targets drive the development of low-carbon buildings such as photovoltaic building integration, major regions began to introduce subsidy policies, and the Energy Bureau issued a paper on the "5432" mandatory installation target for photovoltaic roofs; on the other hand, industrial enterprises can participate in carbon trading through BIPV to obtain additional income. Moreover, for industrial enterprises, downstream customers, especially multinational corporations, have green card and zero-carbon demand, which drives enterprises to buy green electricity at input cost. at the same time, the actual electricity price of photovoltaic construction projects will be discounted to a certain extent. to a certain extent, reduce power costs and improve the competitiveness of enterprises.